Lazard
229 hedge funds and large institutions have $2.96B invested in Lazard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 32 closing their positions.
237% more call options, than puts
Call options by funds: $16.4M | Put options by funds: $4.86M
203% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 32
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more funds holding
Funds holding: 164 → 229 (+65)
28% more capital invested
Capital invested by funds: $2.3B → $2.96B (+$652M)
19% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 47
4.38% more ownership
Funds ownership: 58.25% → 62.63% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$111M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$69.2M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$61.1M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$36.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$153M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$67.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$49.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$22M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$18.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Bessemer Group
Woodbridge,
New Jersey
| – | -$103K | -2,950 | Closed |
|
|
GWM
252
Geneos Wealth Management
Englewood,
Colorado
| – | -$29.4K | -846 | Closed |
|
253
Group One Trading
Chicago,
Illinois
| – | -$29.5K | -758 | Closed |
|
|
ASN
254
Advisory Services Network
Atlanta,
Georgia
| – | -$16.2K | -465 | Closed |
|
|
W
255
WealthCollab
Bellevue,
Washington
| – | -$12.4K | -357 | Closed |
|
|
HT
256
Headlands Technologies
Chicago,
Illinois
| – | -$11.3K | -326 | Closed |
|
|
CAL
257
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$10K | -300 | Closed |
|
|
NS
258
NBC Securities
Birmingham,
Alabama
| – | -$5K | -150 | Closed |
|
259
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$3K | -87 | Closed |
|
|
DAC
260
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$1K | -20 | Closed |
|
|
CAL
261
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$428 | +11 | New |
|
LAZ Hedge Fund Activity: Q1 2024 in Review
229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2024, worth a combined $2.96B — up 28% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new LAZ positions and 32 closed out — a net gain of 65 holders — while 56 added to existing stakes and 47 trimmed.
The largest buyer was BlackRock, adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $153M.
- 229 institutional investors held Lazard (LAZ) as of Q1 2024, up from 164 in Q4 2023.
- Funds reported $2.96B of Lazard stock for Q1 2024, up 28% quarter-over-quarter.
- 97 funds opened new Lazard positions in Q1 2024 and 32 closed out, a net change of +65 holders.
- The largest Lazard buyer in Q1 2024 was BlackRock, an estimated $111M added.
- The largest Lazard seller in Q1 2024 was Morgan Stanley, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2024.